Holland Advisory Services, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $76.5 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.5M, Ishares Core S&P Mid Cap ETF with a value of $13.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $10.6M, Pacer Fds Tr Pacer Us Small Ca with a value of $7.18M, and Pacer Fds Tr Trendpilot Us Lar with a value of $3.54M.

Examining the 13F form we can see an increase of $25K in the current position value, from $76.4M to 76.5M.

Below you can find more details about Holland Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $76.5 Million
ETFs: $63.2 Million
Technology: $4.22 Million
Consumer Defensive: $3.11 Million
Financial Services: $1.9 Million
Consumer Cyclical: $1.27 Million
Energy: $852,000
Healthcare: $687,000
Industrials: $634,000
Other: $560,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $76.5 Million
  • Prior Value $76.4 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Holland Advisory Services, Inc. Portfolio

Follow Holland Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holland Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Holland Advisory Services, Inc. with notifications on news.